Fees

Transaction fees

Upfront advisor fee: NIL

Upfront unit trust fee: NIL

Allan Gray platform admin fee: 0% – 0.138% p.a. (depending on portfolio selected)

Investonline.co.za annual fee: 0.57% p.a.

Unit trust fund managers fee: Varies per fund – please see individual fund fact sheets under funds available tab for details

Administration fees

Switching fee: NIL

Cancellation fee: NIL

Ad hoc valuation fee: NIL

Minimum investment amounts:

Minimum lump sum: R20 000 (R5 000 per fund)

Minimum debit order: R1 000p.m. (R500 per fund)

What type of investor are you?

  • View your recommended portfolio
  • View your projected return based on investment period

Start Here